| Date | Stock | Action | From | To |
|---|---|---|---|---|
| Jun 05, 2026 |
Airbnb Inc - Ordinary Shares - Class A
ABNB
|
Initialise | Outperform | |
| May 25, 2026 |
Nucor Corp.
NUE
|
Initialise | Outperform | |
| May 21, 2026 |
Mastec Inc.
MTZ
|
Initialise | Outperform | |
| May 21, 2026 |
Quanta Services, Inc.
PWR
|
Initialise | Outperform | |
| Apr 19, 2026 |
Melco Resorts & Entertainment Ltd - ADR
MLCO
|
Upgrade | Outperform | |
| Apr 16, 2026 |
Pfizer Inc.
PFE
|
Initialise | Outperform | |
| Apr 14, 2026 |
Nu Holdings Ltd - Ordinary Shares Class A
NU
|
Initialise | Outperform | |
| Feb 06, 2026 |
Caterpillar Inc.
CAT
|
Initialise | Outperform | |
| Jan 30, 2026 |
Medtronic Plc
MDT
|
Initialise | Outperform | |
| Jan 14, 2026 |
JPMorgan Chase & Co.
JPM
|
Initialise | Outperform | |
| Jan 14, 2026 |
Bank Of America Corp.
BAC
|
Initialise | Outperform | |
| Jan 09, 2026 |
Novo Nordisk - ADR
NVO
|
Initialise | Outperform | |
| Dec 26, 2025 |
Walmart Inc
WMT
|
Initialise | Outperform | |
| Dec 03, 2025 |
Linde Plc.
LIN
|
Initialise | Outperform | |
| Nov 25, 2025 |
Hesai Group - ADR
HSAI
|
Initialise | Outperform | |
| Oct 27, 2025 |
Robinhood Markets Inc - Ordinary Shares - Class A
HOOD
|
Initialise | Outperform | |
| Oct 27, 2025 |
Interactive Brokers Group Inc - Ordinary Shares - Class A
IBKR
|
Initialise | Outperform | |
| Aug 29, 2025 |
Astera Labs Inc.
ALAB
|
Initialise | Outperform | |
| Jul 14, 2025 |
Cisco Systems, Inc.
CSCO
|
Initialise | Outperform | |
| Jun 30, 2025 |
Starbucks Corp.
SBUX
|
Initialise | Outperform | |
| Jun 24, 2025 |
Snowflake Inc - Ordinary Shares - Class A
SNOW
|
Initialise | Outperform | |
| Jan 14, 2025 |
Roblox Corporation - Ordinary Shares - Class A
RBLX
|
Initialise | Outperform | |
| Jan 02, 2025 |
EHang Holdings Ltd - ADR
EH
|
Initialise | Outperform | |
| Jan 01, 2025 |
Intuitive Surgical Inc
ISRG
|
Initialise | Market Perform | |
| Dec 16, 2024 |
Broadcom Inc
AVGO
|
Upgrade | Outperform | |
| Dec 13, 2024 |
Expedia Group Inc
EXPE
|
Initialise | Market Perform | |
| Sep 30, 2024 |
Vistra Corp
VST
|
Initialise | Outperform | |
| Sep 30, 2024 |
ZKH Group Ltd - ADR
ZKH
|
Initialise | Outperform | |
| May 29, 2024 |
Arm Holdings plc. - ADR
ARM
|
Initialise | Market Perform | |
| May 04, 2023 |
Livent Corp
LTHM
|
Upgrade | Outperform | |
| Dec 22, 2022 |
Autodesk Inc.
ADSK
|
Initialise | Outperform | |
| Dec 22, 2022 |
Atour Lifestyle Holdings Ltd - ADR
ATAT
|
Initialise | Outperform | |
| Nov 24, 2022 |
Las Vegas Sands Corp
LVS
|
Initialise | Outperform | |
| May 09, 2022 |
Salesforce Inc
CRM
|
Initialise | Outperform | |
| Apr 30, 2022 |
Sea Ltd - ADR
SE
|
Hold | Positive | Positive |
| Apr 27, 2022 |
Sea Ltd - ADR
SE
|
Initialise | Outperform | |
| Feb 15, 2022 |
Zoom Video Communications Inc - Ordinary Shares - Class A
ZM
|
Initialise | Outperform |